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Marsh & McLennan
MMC

Overview Fund Activity

1,515 hedge funds and large institutions have $95.4B invested in Marsh & McLennan in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 621 increasing their positions, 496 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+53
Holders Change %
+3.63%
% of All Funds
21.92%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
137
Increased
621
Reduced
496
Closed
67
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$300M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$203M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.78B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$372M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$462M
2
BlackRock
BlackRock
New York
$9.28B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.33M
4
Amundi
Amundi
France
$504M
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
551
Sciencast Management
New Jersey
$2.79M +$280K +1,254 +11%
PAS
552
Park Avenue Securities
New York
$2.79M -$263K -1,178 -9%
PTC
553
Private Trust Company
Ohio
$2.79M -$43.1K -193 -2%
Cambridge Investment Research Advisors
554
Cambridge Investment Research Advisors
Iowa
$2.76M +$389K +1,742 +16%
HSA
555
HBK Sorce Advisory
Pennsylvania
$2.76M -$66.3K -297 -2%
BF
556
BOK Financial
Oklahoma
$2.71M -$40.4K -182 -1%
PGCM
557
Prescott Group Capital Management
Oklahoma
$2.69M – – –
First Manhattan
558
First Manhattan
New York
$2.66M +$189K +848 +8%
SWM
559
Spire Wealth Management
Virginia
$2.64M +$1.88M +8,446 +249%
LFG
560
Larson Financial Group
Missouri
$2.61M +$131K +585 +5%
VAS
561
Vestmark Advisory Solutions
Massachusetts
$2.6M -$38.4K -172 -1%
CCM
562
Coldstream Capital Management
Washington
$2.57M +$217K +971 +9%
LOAMS
563
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.54M +$2.54M +11,405 New
USAA
564
United Services Automobile Association
Texas
$2.52M -$630K -2,826 -20%
HI
565
Horizon Investments
North Carolina
$2.51M -$4.89K -22 -0.2%
TG
566
TCW Group
California
$2.5M -$35.2K -158 -1%
CIBC World Market
567
CIBC World Market
Ontario, Canada
$2.47M -$17.8M -79,691 -88%
HCM
568
Howland Capital Management
Massachusetts
$2.44M -$29.2K -131 -1%
TIAA Trust, National Association
569
TIAA Trust, National Association
North Carolina
$2.42M -$16.7K -75 -0.7%
MYAM
570
Meiji Yasuda Asset Management
Japan
$2.4M -$19.2K -86 -0.8%
RFC
571
Regions Financial Corp
Alabama
$2.36M -$107K -479 -4%
TA
572
TKG Advisors
Indiana
$2.35M +$57.1K +256 +2%
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$2.34M -$15.4K -69 -0.7%
MUAMU
574
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.34M – – –
TAIM
575
Te Ahumairangi Investment Management
New Zealand
$2.33M +$79.9K +360 +4%
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